Question from a subscriber: “My marketing efforts are constantly sabotaged by negative self talk, limiting beliefs, and imposter syndrome. How do I get past this?
I’m not gonna lie – I’m a tech moron. For years I could not do anything without my dad. That is why I wrote this
Question from a subscriber: “Compliance is impossible to get my content through. My financial advisor compliance department take forever and nitpick every little thing!” Whoa….okay
Question from a subscriber: “I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention
Watching financial advisors makes sales mistakes is excruciating. Here are the top sales mistakes that I see financial advisors making, and what to do instead.
Question from a subscriber: “Should I start a podcast?” There is no clearer way I can say this: HECK NO! When starting a podcast is a
Question from a subscriber: “Should I be using my company page or my personal page on LinkedIn? Or both? I’m confused.” Great question! Company vs.
Here are some non-traditional ways to get referrals as a financial advisor. But first… For those of you who are new to my blog, my
In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Getting the prospect’s
Getting the prospect’s attention is the big hurdle – but what happens when you have a meeting or a conversation with a prospect, and the
